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Vantage Financial Partners (Wisconsin)’s UnitedHealth UNH Stock Holding History

Vantage Financial Partners (Wisconsin)’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-411
Closed -$215K – 208
2025
Q1 		$215K Sell
411
-27
-6% -$14.2K 0.05% 176
2024
Q4 		$221K Sell
438
-3
-0.7% -$1.52K 0.06% 159
2024
Q3 		$258K Buy
+441
New +$258K 0.06% 153